ISO Release Notes
August 28, 2026
Improved mobile experience:
Mobile pages are now more user-friendly with a forced card view and hidden List/Cards toggle on narrow screens.
The current Manage menu entry is highlighted in purple for better visibility.
The mobile navbar text is now white on the purple popup menu for better readability.
A light violet theme is applied to the Dashboard on dark management pages for phones.
Activity cards on mobile now show a chevron to indicate they are clickable.
Status labels are centered over their badges, and drawer info is kept on one line with a right-aligned status badge.
The Cash Drawer Activity summary tiles and activity table are now better fitted for mobile viewing.
Customer mobile cards are laid out in a 6-column grid, enhancing the overall layout.
The chat launcher header is now white on mobile for better visibility.
CSV export/import options are now hidden on mobile management pages for a cleaner interface.
Enhancements to the management interface:
The store name on the management page is now linked to the dashboard in the merchant app for easier navigation.
The Equipment Ordering section header has been styled to match Admin Reports for consistency.
The "Tech" label in the Resources navigation has been renamed to "Tech Library" for clarity.
The ISO Equipment Ordering navigation has been replaced with a new Resources menu for improved organization.
Transaction detail updates:
Negative payment legs are now labeled as refunded in the transaction detail for clearer understanding.
The payment sign is respected in the transaction detail payments block, ensuring accurate information display.
Performance improvements:
Store assignments are now written to user_multi_stores to enhance data management.
Glide calls are now gated behind a new setting for better performance.
Merchant stores are read from user_multi_stores, and configuration lookups are cached per request for efficiency.
August 27, 2026
Introduced a new feature for merchant portal impersonation, allowing users to simulate the experience of different merchants.
The impersonation modal has been moved outside of the navigation bar for better accessibility and is now styled to match the overall portal design.
The modal has been made taller to ensure the store list is fully visible.
Added a "Viewing As" label that now includes the ISO email for clearer identification of the merchant being impersonated.
Clarified the impersonation banner text for ISO users to enhance understanding.
The link to the Price Book Portal has been replaced with the Merchant Portal when enabled.
The merchant portal simulation is now gated behind a system default setting for improved control.
The Merchant Portal link now opens in a new tab for easier navigation.
Added a mobile footer that includes the report menu entries, ensuring consistent access across devices.
Shrunk the mobile bottom navigation and moved the mobile chat feature into the header for better usability.
August 26, 2026
Input Modals: Modals are now static and the close cross has been removed for a cleaner look.
Catalog List Enhancements:
The actions column now appears first, featuring an Edit action for easier access.
The default view is now set to cards, unless the user selects the list view.
Clicking on the select cell will toggle the checkbox instead of opening item details, streamlining the selection process.
Single-clicking on a row will open the item detail directly, improving navigation.
Secondary catalog actions have been consolidated into a mobile "More" dropdown for easier access.
Mobile WebView Updates: The catalog will now display only cards in Android and iPhone WebViews, with no option to toggle views. A full-width Delete Unsold option is now available in the More panel, along with a blue Scan Item button.
Store Type Management:
The store creation process now includes selecting a store type from a list, which is saved as store_type_id.
When editing a store, the store type can be selected from store_types and saved accordingly.
The parent category will auto-select when a subcategory is chosen, enhancing the user experience.
Default wording has been removed, and the assignment checkbox state has been fixed for better functionality.
A new Store Types admin screen has been added, allowing for category and manual item button assignments.
Feature Visibility for ISOs: Certain features will now be hidden for ISO merchants, improving the user experience by simplifying the interface.
August 25, 2026
Improved the catalog item management:
You cannot save catalog items without a UPC, and the edit modal will offer custom barcode generation.
Required fields are now validated when saving items in both the Add and Edit processes.
Enhanced the Item Detail experience:
The back button in Item Detail is now labeled "Back" and remembers where you came from.
Effective minimum units (either custom or store default) are now displayed in Item Detail.
Fixed issues with the dashboard and modals:
Resolved a problem where the dashboard became unresponsive after closing the shelf labels modal.
Fixed an issue with modal backdrops leaking when opening the shelf labels modal.
Made several improvements to the inventory editing process:
Inventory fields will automatically scroll into view when tracking is toggled on.
Inline editing for custom minimum units and adjustments is now staged until you save the item, with a confirmation prompt if you cancel.
August 21, 2026
Introduced PriceBook deep-link functionality, allowing merchants to log into the portal and directly access their store catalog.
Updated the management menu for better organization:
Management menu links are now gated similarly to the store view.
Reordered management links and hid the catalog button for a cleaner interface.
Reordered StoreView management menu items for improved navigation.
Enhanced inventory management features:
Added filters for inventory management.
Introduced a management pages menu next to the store name for easier access.
Widened the inventory search field and positioned the "Filter By" option beside it for better usability.